The Trusts, Estates, and Private Wealth Management practice provides comprehensive legal counsel to individuals, families, fiduciaries, and family offices on the preservation, transfer, and stewardship of personal and generational wealth. With a focus on tax efficiency, family governance, and asset protection, attorneys in this practice craft tailored strategies that reflect clients’ financial goals, values, and legacies.
This practice serves high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs), business owners, executives, and multigenerational families with domestic and international interests.
Core services include:
- Estate Planning and Wealth Transfer
- Designing and implementing wills, revocable and irrevocable trusts, generation-skipping transfer (GST) strategies, and other tools to minimize estate and gift tax exposure while achieving personal and philanthropic objectives.
- Trust Administration and Fiduciary Counseling
- Advising trustees, executors, and fiduciaries on their legal duties, distribution strategies, investment management, trust modification, and beneficiary communications.
- Tax Planning and Compliance
- Structuring estate, gift, and generation-skipping tax strategies; preparing IRS filings (e.g., Form 706, 709); and advising on income tax considerations for complex trusts and estates.
- Business Succession Planning
- Crafting succession plans for closely held businesses and family enterprises, including family limited partnerships, buy-sell agreements, and governance structures to ensure smooth leadership transitions.
- Charitable Planning and Philanthropy
- Advising on the formation and operation of private foundations, donor-advised funds, charitable trusts, and planned giving strategies to support long-term philanthropic goals with tax efficiency.
- Asset Protection and Risk Management
- Developing domestic and offshore structures to safeguard personal and family assets from potential liabilities, creditor claims, or marital disputes.
- Family Governance and Legacy Planning
- Facilitating family meetings, education, and governance planning to promote intergenerational communication, stewardship, and alignment around shared wealth values.
- International Estate and Tax Planning
- Advising globally mobile families on cross-border estate planning, pre-immigration planning, foreign trust compliance, FATCA reporting, and international tax treaties.
